Peak Asset Management’s Boeing BA Stock Holding History

Peak Asset Management’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$463K	Buy	+2,139	New	+$476K	0.07%	120
2024 Q1	–	Sell	-4,394	Closed	-$1.15M	–	148
2023 Q4	$1.15M	Sell	4,394 -120	-3%	-$25.7K	0.25%	69
2023 Q3	$865K	Hold	4,514	–	–	0.21%	75
2023 Q2	$953K	Sell	4,514 -5	-0.1%	-$1.04K	0.22%	72
2023 Q1	$960K	Sell	4,519 -16	-0.4%	-$3.32K	0.23%	72
2022 Q4	$864K	Buy	4,535 +149	+3%	+$24.4K	0.23%	72
2022 Q3	$531K	Sell	4,386 -130	-3%	-$19.9K	0.15%	80
2022 Q2	$617K	Sell	4,516 -175	-4%	-$25.8K	0.17%	84
2022 Q1	$898K	Sell	4,691 -90	-2%	-$18.1K	0.21%	74
2021 Q4	$963K	Sell	4,781 -30	-0.6%	-$6.34K	0.22%	72
2021 Q3	$1.06M	Buy	4,811 +289	+6%	+$64.5K	0.26%	63
2021 Q2	$1.08M	Sell	4,522 -39	-0.9%	-$9.43K	0.27%	64
2021 Q1	$1.16M	Buy	4,561 +195	+4%	+$43.3K	0.28%	66
2020 Q4	$935K	Buy	4,366 +1,154	+36%	+$222K	0.24%	66
2020 Q3	$531K	Buy	3,212 +117	+4%	+$19.9K	0.16%	79
2020 Q2	$567K	Buy	+3,095	New	+$476K	0.18%	72
2016 Q4	–	Sell	-1,518	Closed	-$200K	–	148
2016 Q3	$200K	Buy	+1,518	New	+$200K	0.08%	137

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peak Asset Management's BA Position: Q2 2026 in Review

Peak Asset Management opened a new position in Boeing (BA) in Q2 2026: 2,139 shares worth $463K. The stake represents 0.07% of the portfolio and ranks #120 among its holdings. This is a return to the name: Peak Asset Management previously reported a position in BA as recently as Q4 2023.

Peak Asset Management first reported a position in BA in Q3 2016 and has held it in 17 quarters since. The position peaked at $1.16M in Q1 2021. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Peak Asset Management held 2,139 shares of Boeing worth $463K as of Q2 2026.
Boeing was a new Peak Asset Management position in Q2 2026.
Boeing made up 0.07% of Peak Asset Management's portfolio in Q2 2026, its #120 holding.
Peak Asset Management first reported a position in Boeing in Q3 2016 and has held it in 17 quarters since.
Peak Asset Management's Boeing position peaked at $1.16M in Q1 2021.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.